Richard Pon, CPA, CFP - Tax Expert
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Charitable IRA Rollover for Those Over 70.5

Charitable IRA Rollover Tax Savings for Seniors

Also there was a proposed tax law introduced last week. The Bipartisan Charity Parity Act which If enacted, the bill would allow seniors over age 70.5 to make qualified charitable distributions directly from their 401(k) and 403(b) retirement accounts in the same manner as IRA holders.

For the detail see

https://nonprofitlawblog.com/2026-charitable-ira-rollover-fact-sheet-how-it-benefits-you/

https://nonprofitlawblog.com/2026-charitable-ira-rollover-fact-sheet-how-it-benefits-you/.

Richard Pon CPA, CFP